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Current Employers
Wealth Advisors Of Tampa Bay

777 South Harbour Island Boulevard Suite 370, Tampa, FL 33602 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2012-05-17
  • FL RA
    APPROVED
    Since 2012-05-17

Branch Locations

777 South Harbour Island Boulevard Suite 370, Tampa, FL 33602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Tampa FL 04/2012 Present
Wealth Advisors Of Tampa Bay, Llc Tampa FL 04/2012 Present
  • 04/2012 → Present
    Lpl Financial Llc
    Tampa, FL
  • 04/2012 → Present
    Wealth Advisors Of Tampa Bay, Llc
    Tampa, FL
Previous Registrations
  • 1996-01-25 → 2012-04-18
    Florida Investment Advisors
    Tampa, FL
    Tampa, FL
Other Businesses

1. 5/15/2012: Wealth Advisors of Tampa Bay, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 50% - Provide investment advisory services to clients including high net worth clients, non-profit organization, retirement plans, and others. 2. 5/23/2012: Wealth Advisors of Tampa Bay - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 5% - The firm will offer life, health, disability, long-term care, and fixed annuities to clients. 3. 9/3/2013: Wealth Advisors of Tampa Bay - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 05/07/2024: Giles and Dupuy Properties, LLC - Inv Related - Tampa, FL - Real Estate Rental - Started: 2/15/2012 - 1 Hr/Mo; 0 Hr During Trading. 5. 04/08/2026 - Giles-Dupuy Properties, LLC - Business Owner - Not Investment Related - Tampa, FL - Start Date 04/16/2026 - 1 hour per month/ 0 hours during trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-02-23
  • S63 Uniform Securities Agent State Law Examination
    2000-02-23
Other Names
  • Robert Fenn Giles
  • Robert F. Giles

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